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Welche Superinvestoren halten Taiwan Semiconductor Mfg?

Im 2. Quartal 2026 halten 33 der von uns beobachteten Superinvestoren die Taiwan Semiconductor Mfg Aktie (TSM). Die größten Positionen haben Capital World Investors, Ken Fisher und Philippe Laffont.

Im 2. Quartal 2026: Gekauft bzw. aufgestockt haben Capital World Investors, Ken Fisher, David Tepper, Dodge & Cox und Terry Smith und 5 weitere. Verkauft bzw. reduziert haben Philippe Laffont, Chase Coleman, Sands Capital Management, First Eagle Investment Management und O. Andreas Halvorsen und 18 weitere.

Taiwan Semiconductor Mfg: Käufe und Verkäufe der letzten 5 Jahre

AktieTaiwan Semiconductor Mfg Ltd (TSM)
SektorTechnologie
Letzter Kurs$457,99 (08.10.2026)
Q2 2026 · Halter33
Q2 2026 · Käufer / Verkäufer10 / 23
Meldungen für Q2 202691 Investoren
BUY Bestand erhöht (inkl. Neueinstieg)SOLD Bestand verringert (inkl. Ausstieg)– gehalten, unverändert· kein Filing im QuartalBasis: Veränderung der Aktienanzahl zum letzten gemeldeten Quartal
InvestorQ22026▲10▼23Q12026▲12▼18Q42025▲13▼15Q32025▲11▼14Q22025▲17▼13Q12025▲13▼12Q42024▲12▼11Q32024▲8▼15Q22024▲8▼15Q12024▲7▼14Q42023▲9▼12Q32023▲9▼12Q22023▲12▼10Q12023▲9▼11Q42022▲8▼13Q32022▲8▼11Q22022▲7▼8Q12022▲7▼7Q42021▲9▼6Q32021▲6▼7
CACapital World Investors
BUYBUYSOLDSOLDBUYSOLDBUYSOLDSOLDBUYBUYBUYBUYBUYSOLDSOLDSOLDSOLDBUYSOLD
FIFisher Asset Management, LLC (Ken Fisher)
BUYBUYBUYBUYSOLDSOLDSOLDBUYSOLDSOLDBUYBUYBUYBUYSOLDSOLDBUYBUYBUYSOLD
COCoatue Management LLC (Philippe Laffont)
SOLDBUYBUYBUYBUYSOLDBUYSOLDBUYBUYSOLDSOLDBUYBUYSOLDBUY
TITiger Global Management LLC (Chase Coleman)
SOLDBUYSOLD–BUYBUY–BUYBUY–BUYBUYBUYBUYSOLDBUY
SASands Capital Management, LLC
SOLDSOLDSOLDBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUY
FIFirst Eagle Investment Management, LLC
SOLDSOLDSOLDBUYBUYBUYSOLDSOLDSOLDSOLDBUYSOLDBUYBUYBUYSOLDSOLDSOLDSOLDSOLD
VIViking Global Investors LP (O. Andreas Halvorsen)
SOLD·BUYSOLDSOLDBUYBUY
APAppaloosa Management LP (David Tepper)
BUYBUYBUYBUYBUYBUYSOLDSOLDSOLD–SOLDSOLDBUY
DODodge & Cox
BUY–––BUY––BUY–BUYBUY
RURuane, Cunniff & Goldfarb L.P.
SOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUY
FUFundsmith LLP (Terry Smith)
BUYSOLD–BUY–BUY–
MAMaverick Capital, L.P.
SOLDSOLDBUYSOLDBUYBUYBUYBUYSOLDBUYBUYBUYBUYBUYSOLD
DUDuquesne Family Office LLC (Stanley Druckenmiller)
BUYSOLDSOLD–BUYBUYBUYBUYSOLDSOLDBUYSOLDBUY
CACauseway Capital Management LLC (Sarah Ketterer)
BUYSOLDBUYSOLDSOLDSOLDBUYBUYBUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLD
SOSoros Fund Management LLC (George Soros)
SOLDBUYBUYBUYBUYSOLDBUYSOLDBUYSOLD–BUYSOLDSOLDSOLDBUYBUY
POPolen Capital Management LLC
BUYSOLDBUYBUYSOLDSOLDBUY
ARK Investment Management LLC (Cathie Wood)
SOLDSOLDBUYBUYBUYBUYSOLDSOLDBUYSOLDBUYBUYBUYSOLD–
MAMairs & Power Inc
SOLDSOLDSOLDBUYBUYBUY
THThird Point LLC (Dan Loeb)
BUYSOLDSOLDSOLDSOLD––SOLDBUY–SOLDSOLDBUY
CACantillon Capital Management LLC (William Von Mueffling)
SOLDSOLDBUYSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLD
WEWedgewood Partners Inc (David Rolfe)
SOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUYBUYSOLDBUYBUYBUYBUY
LOLone Pine Capital LLC (Stephen Mandel)
SOLDSOLD–SOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDBUYSOLDSOLDBUYBUYBUYBUY
FAFairfax Financial Holdings Ltd / CAN (Prem Watsa)
––––SOLD–––BUY–––SOLD–BUY–––––
BRBridgewater Associates, LP (Ray Dalio)
SOLDBUYSOLDSOLDSOLDBUYBUY
TOTorray LLC
SOLDBUYSOLDSOLDBUY
WEWeitz Investment Management, Inc. (Wallace Weitz)
–BUY
ARAriel Investments, LLC (John Rogers)
BUYBUYSOLDSOLDSOLDSOLDSOLDSOLDSOLDSOLDBUY
JEJensen Investment Management Inc
SOLDSOLDSOLDBUYSOLD–BUY–BUYBUYBUY–BUYSOLDBUYBUYBUYBUYBUYBUY
HIHillhouse Capital Advisors, Ltd. (Hillhouse Capital)
SOLDBUYBUYSOLDSOLDBUYSOLDSOLDBUYSOLDSOLDSOLDSOLD–––
HIHillman Capital Management Inc
SOLDSOLDSOLDSOLDBUYBUYSOLDBUYSOLDSOLDSOLDSOLDBUYSOLDSOLDBUY
PZPzena Investment Management LLC (Richard Pzena)
SOLDSOLDSOLDSOLDBUYSOLDSOLDSOLDSOLDSOLDSOLDBUYSOLDBUYBUYBUYBUYBUYBUYSOLD
DADavis Selected Advisers, LP (Christopher Davis)
SOLD–––BUY
GIGiverny Capital Inc. (Francois Rochon)
SOLDSOLDBUYSOLD–SOLDBUYBUYSOLDSOLD––SOLDSOLDBUY––SOLDBUYBUY
D1D1 Capital Partners L.P. (Daniel Sundheim)
SOLDBUY
H&H&H International Investment, LLC (Duan Yongping)
SOLDSOLDBUY–SOLDBUY
HAHarris Associates L.P. / Oakmark Funds (Bill Nygren)
SOLDBUY
COCorvex Management LP (Keith Meister)
SOLDBUYBUY
Berkshire Hathaway Inc (Warren Buffett)
SOLDSOLDBUY
EGEgerton Capital (UK) LLP (John Armitage)
SOLDSOLDBUY

Was kaufen die Superinvestoren gerade?

Alpha-Portfolio Heatmap

Netto-Käufe (Δ Aktien × Kurs) | Q2 2026 vs. Q1 2026 | Basis: 90 Investoren mit beiden Meldungen | TOP 50 Aktien/ETFs

Lade Live-Daten...

Gewichtungs-Rangliste (Top 50)

1. SPCX — Space Exploration Techn Corp +52,97 Mrd. $
2. KLAC — Kla Corp +12,79 Mrd. $
3. BKNG — Booking Holdings Inc +9,37 Mrd. $
4. GOOG — Alphabet Inc +7,27 Mrd. $
5. GOOGL — Google Inc +7,17 Mrd. $
6. GEV — Ge Vernova Inc +5,17 Mrd. $
7. GE — Ge Aerospace +4,53 Mrd. $
8. CVNA — Carvana Co +3,95 Mrd. $
9. CBRS — Cerebras Systems Inc +3,31 Mrd. $
10. AAPL — Apple Inc +3,06 Mrd. $
11. WDC — Western Digital Corp +2,88 Mrd. $
12. AMZN — Amazon Com Inc +2,47 Mrd. $
13. APP — Applovin Corp +2,18 Mrd. $
14. UNH — Unitedhealth Group Inc +2,07 Mrd. $
15. GOOGM — Alphabet Inc +1,97 Mrd. $
16. MS — Morgan Stanley +1,90 Mrd. $
17. PANW — Palo Alto Networks Inc +1,89 Mrd. $
18. JNJ — Johnson & Johnson +1,81 Mrd. $
19. WELL — Welltower Inc +1,66 Mrd. $
20. CSCO — Cisco Sys Inc +1,64 Mrd. $
21. V — Visa Inc +1,59 Mrd. $
22. STX — Seagate Technology Hldngs Pl +1,54 Mrd. $
23. DAL — Delta Air Lines Inc +1,54 Mrd. $
24. ROP — Roper Technologies Inc +1,54 Mrd. $
25. MRK — Merck & Co. Inc +1,53 Mrd. $
26. ARM — Arm Holdings Plc +1,53 Mrd. $
27. GOOGN — Alphabet Inc +1,35 Mrd. $
28. TSLA — Tesla Inc +1,33 Mrd. $
29. AKAM — Akamai Technologies Inc +1,32 Mrd. $
30. IEF — Ishares Tr +1,32 Mrd. $
31. CCL — Carnival Corp Ltd +1,29 Mrd. $
32. RKT — Rocket Cos Inc +1,28 Mrd. $
33. FDXF — Fedex Fght Hldg Co Inc +1,27 Mrd. $
34. NBIS — Nebius Group N.V. +1,22 Mrd. $
35. HUT — Hut 8 Corp +1,21 Mrd. $
36. DASH — Doordash Inc +1,19 Mrd. $
37. PG — Procter & Gamble Co +1,18 Mrd. $
38. FPS — Forgent Power Solutions Inc +1,18 Mrd. $
39. DVN — Devon Energy Corp New +1,12 Mrd. $
40. BDX — Becton Dickinson & Co +1,09 Mrd. $
41. TMO — Thermo Fisher Scientific Inc +1,04 Mrd. $
42. VMC — Vulcan Matls Co +956 Mio. $
43. FSLR — First Solar Inc +955 Mio. $
44. META — Meta Platforms Inc +948 Mio. $
45. ABBV — Abbvie Inc +934 Mio. $
46. FANG — Diamondback Energy Inc +906 Mio. $
47. NKE — Nike Inc +873 Mio. $
48. TTMI — Ttm Technologies Inc +844 Mio. $
49. BRK-B — Berkshire Hathaway Inc Del +838 Mio. $
50. FIS — Fidelity Natl Information Sv +820 Mio. $

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